1. Easy ChartField Entry With Smart Keys™ Doris Wong, CEO Ramesh Panchagnula, President July 8, 2009 Our webinar will begin shortly. Please note all phone lines and computer microphones will be placed on mute throughout the presentation. Please use the GoToWebinar QUESTION feature to ask questions during the presentation and they will be addressed during the Q&A.

3. Previous SmartERP Webinars

4. March 4 : Workflow and Row Level Security Solutions for PeopleSoft

5. April 29 : Configurable PeopleSoft User Interface with Robust Workflow and Security Solutions

6. May 27 : Enhance Your Grants! Simplified Proposal Entry with Robust Routing

7. Upcoming Webinar Topics Supplier Diversity Reporting 1099 Enhancements including Procurement Cards Look for our monthly invitations ! For your convenience, replay of this webinar will be available after the presentation. Instructions to access the recorded webinars will be emailed to all registrants.

8. Introductions Doris Wong CEO, Smart ERP Solutions, Inc. Former Oracle Group VP and GM for PeopleSoft Enterprise 13 Years Experience with PeopleSoft Ramesh Panchagnula Co-Founder/President, Smart ERP Solutions, Inc. Former Oracle/PeopleSoft Principal Architect 12 Years Experience with PeopleSoft

9. Agenda Smart ERP Solutions, Inc. Who We Are Our Philosophy and Business Value Easy ChartField Entry With Smart Keys The Problem Solution = Smart Keys Benefits Smart Keys Deep Dive Client Scenarios Demo Q & A

10. About Smart ERP Solutions, Inc.

12. Providing cost-effective, robust and repeatable “Smart Solutions” for your PeopleSoft applicationswww.smarterp.com

13. SmartERP: Our Philosophy Enhance and Extend Standard PeopleSoft Functionality to Meet Business Needs 3Cs : Common, Critical, Complementary Repeatable, Pre-Packaged, Highly-Configurable and Innovative Solutions Release Independence Customer-Driven Requirements Architected and Designed as Add-On Solutions Lower Total Cost of Ownership Minimal to No Customizations Minimal Upgrade Impact Affordable and Cost-Effective

14. SmartERP: Our Business Value SmartERP Solutions Offer Lower Cost Compared to Traditional Solutions Designed and Developed with Customer Requirements and Feedback Configurable to Meet Your Specific Business Requirements Quick and Short Implementation Times Solves Business Needs on Your Current PeopleSoft Release Applicable to All Applications: Financials, HCM, Campus Solutions, SCM, CRM Proven and High-Quality Solutions

15. SmartERP: Our Solutions

16. Easy ChartField Entry with Smart Keys

17. Smart Keys Agenda The Problem Solution = Smart Keys Benefits Smart Keys Deep Dive Client Scenarios Demo

18. Project BU Speed Chart Class Project Item Type GL BU Activity Distribution Code Program Combination Code Department Event Fund Code Account Code Speed Key Operating Unit Life too complicated? . .

19. The ChartField Entry Issue PeopleSoft Chart Of Accounts (PS COA) consists of several different ChartField values of varying lengths PeopleSoft provides standard “quick entry” features SpeedTypes, SpeedCharts, Distribution Code, Account/Combination Codes, Item Types Limitations and not consistently applied in all areas of Financials Inconsistent Interface Requirements Third party systems external to organizations may require COA values ChartField validation on various transactions comes with a price Maintenance of large combo data table Performance during save time

20. Our Solution: Smart Keys The Intelligent Shortcut for Enhanced Productivity

22. Consistent user experience across all modules

23. Minimizes integration efforts with external and other PeopleSoft systems (e.g. HCM, EPM)

24. Utilizes standard ChartField to minimize customization impact

25. Reduces end-user training effort and increases data accuracy and productivity

26. Reduces or replaces Combo Edits

28. Dynamic Smart Keys generation rules

29. Publishing Smart Keys values to other PeopleSoft systems (e.g. HCM, EPM)

30. Exception view for Smart Keys that could not be generated

31. Approval on manually created Smart Keys

32. Auto-inactivation of Smart Keys that are in Budget Exceptions

33. Effective dating on Smart Keys data structure

37. Automatic

38. Configurable naming rules

39. Utilizes existing/new combo edits

40. Semi-Automatic

41. Projects

42. Projects Costing > Projects > Project Budgets

43. Grants

44. Awards > Project Budgets

46. Use ‘NEXT’ or specify a Smart Key ID

48. Automatically create Smart Keys from any combination edit rule

50. Combination of Department + Sequence Number

51. Can be any alphanumeric string

53. Projects Costing > Projects > Project Budgets

54. Awards > Project Budgets

58. Wesleyan UniversityThe Scenario Configured CHARTFIELD3 as Smart Key field Auto-generation is based on Program Codes (Accounts from legacy system) and Projects Well-defined naming convention for Smart Keys that are tied to specific Programs / Projects No manual Smart Keys allowed Semi-automatic generation is allowed in Project Costing and Grants modules

59. Emory University

61. Project doesn’t exist; Department starts with 3/4/5

62. The above two rules fail8-digit Project ID 00 - 99 6-digit Dept ID 0000 - 9999 Auto Numbered

63. Demo

64. Upcoming Events PeopleSoft Ohio RUG Meeting Columbus, Ohio September 17th Oracle Open World 2009 San Francisco, CA, Booth # 3131, Moscone West October 11th – 15th Link ’09 Addison, Texas November 17th – 19th SmartERP Webinar Series Personal Demo with Organization Any Time you Want!

65. Contact Information Doris Wong CEO doris.w@smarterp.com 925-699-0832 Ramesh Panchagnula President/Co-Founder ramesh.p@smarterp.com 925-580-5407

66. Q & A To ask a question, follow one of the options below: Use the GoToWebinar QUESTION feature to submit your question on-line Click on the GoToWebinar RAISE YOUR HAND feature to ask your question. We will prompt you to ask your question live. If we can’t get to your question with a live response, we will follow-up directly via email after the webinar. For more information visitsmarterp.comCopyright © 2009 Smart ERP Solutions, Inc.

67. For more information visitsmarterp.comCopyright © 2009 Smart ERP Solutions, Inc.